OneDesk for Creative Sales HelpDesk

How does OneDesk help my Sales team?

Streamline Agency Sales Tickets, Prospect Communication, and Pitch Service.
Streamlined Agency Sales Proposal & Onboarding Ticket Tracking.
Creative Sales teams manage prospect inquiries about services. OneDesk turns website form leads or email questions into trackable sales tickets. Custom views help sales reps manage their pipeline of inquiries. Set SLAs for initial response times to new leads. Reporting tracks lead sources and conversion rates.


Prospect Inquiry Forms & Client Onboarding Portal Access Features.
Potential clients inquiring about creative services need fast responses. A OneDesk portal or web forms capture leads and service inquiries effectively. Prospects can track the status or provide more details via the portal. The knowledgebase can showcase the agency's portfolio, case studies, and service offerings. Live chat on the agency website engages visitors and answers initial questions instantly. This helps convert more prospects into clients.
Automate Agency Lead Routing, Proposal Request Workflows & Client Handoffs.
Enable your creative agency's sales team with faster support using OneDesk automations. Create workflows for managing proposal requests or client onboarding handoffs. Automatically triage new business inquiries based on service needed or potential value. Route qualified leads instantly to the correct account manager. Send auto-replies with links to portfolios or case studies. It helps convert leads quicker.


Faster Agency Sales & Proposal Support.
OneDesk's help desk helps creative agency sales teams respond faster. Its features streamline proposal requests client onboarding handoffs and accessing portfolio examples. The system is versatile managing leads from various sources and tracking different service inquiries. Need quick access to case studies or team availability? OneDesk keeps info handy. It scales easily supporting a growing sales team and expanding client base.
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